Wealth Managers (India) Pvt. Ltd.

Equity, Debt, Hybrid · 12 investment approaches

Total AUM

₹741 Cr

Years Active

11.4

AUM Change (3M)

-7.6%

AUM Change (1Y)

+19.6%

Min Investment

₹50L

Schemes

12

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Real Assets Portfolio	Hybrid	₹2 Cr	-5.02%	+38.18%	-	+22.11%	1.66
Moat Portfolio	Equity	₹57 Cr	+0.70%	+15.60%	+19.70%	+9.86%	-
Select Direct Growth Portfolio	Equity	₹113 Cr	-10.61%	+5.04%	+17.04%	+15.94%	0.77
Liquidity Portfolio	Debt	₹0 Cr	+0.16%	+3.52%	-	+4.50%	-
Optimiser Mid & small Cap	Equity	₹11 Cr	-10.43%	+3.38%	+27.36%	+16.93%	0.77
Select Direct Asset Allocation Portfolio	Hybrid	₹201 Cr	-4.20%	+2.45%	+9.54%	+9.28%	0.51
Select Large Cap Portfolio	Equity	₹24 Cr	-12.19%	+2.37%	-	+5.95%	-0.12
Optimiser Small Cap	Equity	₹3 Cr	-8.87%	+0.99%	+32.59%	+20.36%	1.00
Optimiser Portfolio	Equity	₹197 Cr	-13.63%	+0.92%	+28.33%	+23.48%	0.89
Focused Leadership Portfolio	Equity	₹111 Cr	-13.27%	+0.89%	+10.23%	+11.28%	0.28
Smart Beta Portfolio	Equity	₹4 Cr	-13.11%	-4.02%	-	-0.54%	-0.52
Sensex Plus Portfolio	Equity	₹19 Cr	-12.26%	-7.38%	-	-2.95%	-0.69

Real Assets Portfolio

Select Direct Growth Portfolio

Liquidity Portfolio

Optimiser Mid & small Cap

Select Direct Asset Allocation Portfolio

Select Large Cap Portfolio

Optimiser Small Cap

Optimiser Portfolio

Focused Leadership Portfolio

Smart Beta Portfolio

Sensex Plus Portfolio